Japanese Banks: Ill Winds
It’s an ill wind that blows nobody any good, as the saying goes. While Japanese industry is starting to count the economic cost of the coronavirus...
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Banks – Credit Cost Delta
There is a major credit cost improvement across many banks globally during 2Q20. This is likely driven by improved credit modeling for defaults and...
568 Views
Shinsei Bank - Top O’ The Cycle To You
*Shinsei To Purchase UDC Finance: Australia and New Zealand Banking Corp (ANZ.AU) [ANZ] and Shinsei Bank (8303.JP) [Shinsei] announced a share...
342 Views
Aozora Bank (8304 JP): When Blue Skies Turn to Grey
CY2020 has not been a good year for embattled Aozora Bank Ltd (8304 JP). FY3/2020 actual results were well short of guidance, with falling net...
109 Views
Aozora Bank – Foreign Loans Disrupt?
There are few banks in Japan with rising bad loans or at least with any meaningful increase. Even still many are raising credit costs for obvious...
223 Views